25 Aug
|
Equentis Wealth Advisory
|
Mumbai
25 Aug
Equentis Wealth Advisory
Mumbai
Job Summary
Manage and grow relationships with HNI and affluent clients by understanding their financial goals and providing suitable investment and wealth-management solutions.
Key Responsibilities
Build and maintain solid client relationships.
Understand client needs, risk profile, and investment objectives.
Recommend suitable investment and wealth solutions.
Monitor portfolios and conduct regular client reviews.
Drive AUM growth, client retention, and revenue.
Identify cross-sell and up-sell opportunities.
Ensure excellent client service and regulatory compliance.
Requirements
Graduate in Finance, Business, Economics, or a related field.
25 years of experience in wealth management, financial advisory, or relationship management.
Robust knowledge of financial markets and investment products.
Excellent communication, relationship-management, and sales skills.
📌 Retention Executive Mumbai
🏢 Equentis Wealth Advisory
📍 Mumbai